Fiserv Inc
FISV- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0000798354
In the last 90 days, Fiserv Inc insiders filed 1 open-market purchase and 0 sales; 1,152 institutions reported holding it in 13F filings for Q2 2026, worth $23.4B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q3 2025
Institutional positions in Fiserv Inc as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,736
- −84 vs. Q2 2025
- Shares held
- 482.8M
- +357.0K (+0.1%) vs. Q2 2025
- Total value
- $62.2B
- −$20.9B (−25.2%) vs. Q2 2025
- New holders
- 170
- 653 more added
- Sold out
- 254
- 689 more reduced
28 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FISV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,152 | $23.4B |
| Q1 2026 | 1,264 | $26.0B |
| Q4 2025 | 1,401 | $32.2B |
| Q3 2025 | 1,736 | $62.2B |
| Q2 2025 | 1,848 | $84.5B |
| Q1 2025 | 1,940 | $112.4B |
| Q4 2024 | 1,904 | $105.8B |
| Q3 2024 | 1,727 | $92.3B |
| Q2 2024 | 1,669 | $77.4B |
| Q1 2024 | 1,646 | $85.2B |
| Q4 2023 | 1,592 | $71.6B |
| Q3 2023 | 1,491 | $61.6B |
| Q2 2023 | 1,476 | $69.9B |
| Q1 2023 | 1,436 | $63.4B |
| Q4 2022 | 1,433 | $56.6B |
| Q3 2022 | 1,345 | $53.5B |
| Q2 2022 | 1,329 | $50.9B |
| Q1 2022 | 1,345 | $58.7B |
| Q4 2021 | 1,360 | $61.4B |
| Q3 2021 | 1,329 | $65.1B |
| Q2 2021 | 1,344 | $64.3B |
| Q1 2021 | 1,334 | $73.5B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 1,040 | $134.1K | 0.05% | −302−22.5% | Reduced |
| LRI Investments, LLC | 20,495 | $131.4K | 0.01% | +223+1.1% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 1,012 | $130.5K | 0.00% | +1,012 | New |
| Hemington Wealth Management | 1,003 | $129.0K | 0.02% | +144+16.8% | Added |
| WFA Asset Management Corp | 712 | $127.9K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 985 | $127.0K | 0.01% | −33−3.2% | Reduced |
| UMA Financial Services, Inc. | 978 | $126.1K | 0.02% | −214−18.0% | Reduced |
| Heartwood Wealth Advisors LLC | 950 | $122.5K | 0.01% | +950 | New |
| Vestor Capital, LLC | 939 | $121.0K | 0.01% | −19,055−95.3% | Reduced |
| Clear Street Markets LLC | 936 | $120.7K | 0.04% | +563+150.9% | Added |
| Point72 Asset Management, L.P. | 900 | $116.0K | 0.00% | −454,911−99.8% | Reduced |
| Western Pacific Wealth Management, LP | 877 | $113.1K | 0.11% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 872 | $112.4K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 864 | $111.4K | 0.01% | −88−9.2% | Reduced |
| Sunbelt Securities, Inc. | 859 | $110.8K | 0.01% | +565+192.2% | Added |
| GHP Investment Advisors, Inc. | 854 | $110.1K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 846 | $109.1K | 0.02% | −617−42.2% | Reduced |
| Evermay Wealth Management LLC | 844 | $108.8K | 0.01% | 00.0% | Unchanged |
| American National Bank | 841 | $108.4K | 0.01% | −85,372−99.0% | Reduced |
| Crowley Wealth Management, Inc. | 836 | $107.8K | 0.09% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 803 | $103.5K | 0.03% | +803 | New |
| Hopwood Financial Services, Inc. | 800 | $103.1K | 0.07% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 800 | $103.0K | 0.01% | −800−50.0% | Reduced |
| Cohen & Steers, Inc. | 800 | $103.0K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 782 | $100.8K | 0.05% | +782 | New |
| Evergreen Private Wealth LLC | 771 | $99.4K | 0.04% | +4+0.5% | Added |
| Plante Moran Financial Advisors, LLC | 750 | $96.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 740 | $95.4K | 0.00% | +375+102.7% | Added |
| Grove Bank & Trust | 734 | $94.6K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 718 | $92.5K | 0.01% | +575+402.1% | Added |
| First PREMIER Bank | 704 | $91.0K | 0.02% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 700 | $90.3K | 0.08% | −2,560−78.5% | Reduced |
| Manning & Napier Advisors LLC | 696 | $89.7K | 0.00% | −780,636−99.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 690 | $89.0K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 694 | $88.5K | 0.01% | +645+1,316.3% | Added |
| Bank of New Hampshire | 685 | $88.3K | 0.02% | −25−3.5% | Reduced |
| Wellington Shields & Co., LLC | 682 | $87.9K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 600 | $77.4K | 0.01% | −112−15.7% | Reduced |
| MV Capital Management, Inc. | 583 | $75.2K | 0.01% | −14−2.3% | Reduced |
| Financial Perspectives, Inc | 550 | $70.9K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 540 | $69.6K | 0.04% | 00.0% | Unchanged |
| North Capital, Inc. | 533 | $68.7K | 0.05% | +1+0.2% | Added |
| Washington Trust Advisors, Inc. | 529 | $68.2K | 0.01% | −228−30.1% | Reduced |
| Atwood & Palmer Inc | 500 | $64.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 486 | $62.1K | 0.01% | +93+23.7% | Added |
| TSFG, LLC | 471 | $61.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 455 | $58.7K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 454 | $58.5K | 0.00% | +454 | New |
| Pension & Wealth Management Advisors, Inc. | 454 | $58.5K | 0.02% | −348−43.4% | Reduced |
| Evelyn Partners Investment Management LLP | 450 | $58.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 444 | $57.2K | 0.01% | −74−14.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 425 | $54.8K | 0.01% | +425 | New |
| Curio Wealth, LLC | 416 | $53.6K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 409 | $52.7K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 400 | $51.6K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 395 | $50.9K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 385 | $49.6K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 381 | $49.1K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 375 | $48.3K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 370 | $47.7K | 0.02% | +30+8.8% | Added |
| Hoese & Co LLP | 368 | $47.4K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 355 | $45.8K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 353 | $45.5K | 0.01% | +338+2,253.3% | Added |
| Volterra Technologies LP | 352 | $45.4K | 0.03% | +352 | New |
| JPL Wealth Management, LLC | 350 | $45.1K | 0.01% | +350 | New |
| GW&K Investment Management, LLC | 341 | $44.0K | 0.00% | −28−7.6% | Reduced |
| Covestor Ltd | 338 | $44.0K | 0.02% | −3−0.9% | Reduced |
| Davis Capital Management | 335 | $43.2K | 0.03% | +335 | New |
| Capital Advisors, Ltd. LLC | 333 | $43.0K | 0.00% | −33−9.0% | Reduced |
| IAG Wealth Partners, LLC | 331 | $42.7K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 327 | $42.2K | 0.02% | −62−15.9% | Reduced |
| Hollencrest Capital Management | 309 | $39.8K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 300 | $38.7K | 0.02% | −100−25.0% | Reduced |
| Westfuller Advisors, LLC | 279 | $36.0K | 0.02% | +279 | New |
| Eastern Bank | 277 | $35.7K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 275 | $35.5K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 260 | $33.5K | 0.00% | −12−4.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 260 | $33.5K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 260 | $33.5K | 0.02% | 00.0% | Unchanged |
| 1248 Management, LLC | 255 | $32.9K | 0.02% | −29−10.2% | Reduced |
| Bell Investment Advisors, Inc | 251 | $32.4K | 0.01% | −32−11.3% | Reduced |
| WPG Advisers, LLC | 250 | $32.2K | 0.02% | −126−33.5% | Reduced |
| Monetary Management Group Inc | 250 | $32.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 249 | $32.1K | 0.01% | −5−2.0% | Reduced |
| Golden State Wealth Management, LLC | 244 | $31.5K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 244 | $31.5K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 472 | $30.8K | 0.01% | +158+50.3% | Added |
| WS Portfolio Advisory, LLC | 237 | $30.6K | 1.66% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 236 | $30.4K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 233 | $30.0K | 0.00% | −39−14.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 232 | $29.9K | 0.02% | +27+13.2% | Added |
| Redmont Wealth Advisors LLC | 231 | $29.8K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 231 | $29.8K | 0.01% | +225+3,750.0% | Added |
| ORG Partners LLC | 230 | $29.6K | 0.01% | −196−46.0% | Reduced |
| Roxbury Financial LLC | 228 | $29.4K | 0.03% | 00.0% | Unchanged |
| High Note Wealth, LLC | 220 | $28.4K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 220 | $28.4K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 223 | $28.1K | 0.00% | +223 | New |
| Clean Yield Group | 214 | $27.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 212 | $27.3K | 0.00% | 00.0% | Unchanged |